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MFS Investment Grade Municipal Trust shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Investment Grade Municipal Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 67k 7.62
2023-12-31 $505k 69k 7.27
2023-09-30 $480k 68k 7.07
2023-06-30 $457k 62k 7.36
2023-03-31 $502k 68k 7.39
2022-12-31 $572k 80k 7.12

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View all positions for Melfa Wealth Management

Top funds holding MFS Investment Grade Municipal Trust

Saba Capital Management
Almitas Capital
Brooklyn Capital Management
Rivernorth Capital Management
ICON Advisers
Hennion & Walsh Asset Management
Deschutes Portfolio Strategy
Logan Stone Capital
Melfa Wealth Management
Advisor Group Holdings
Thomas J. Herzfeld Advisors
Captrust Financial Advisors
Moors & Cabot
Capital Investment Advisors
Wells Fargo & Company

View all funds holding MFS Investment Grade Municipal Trust